Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Citizens Financial Group CFG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5
Closed -$345 – 413
2026
Q2 		$345 Buy
+5
New +$322 ﹤0.01% 582
2025
Q2 		– Sell
-27
Closed -$1.09K – 373
2025
Q1 		$1.09K Buy
+27
New +$1.2K ﹤0.01% 440

Other funds holding CFG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Halbert Hargrove Global Advisors's CFG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Citizens Financial Group (CFG) in Q3 2026, closing a stake of 5 shares — an estimated $345 sold.

Halbert Hargrove Global Advisors first reported a position in CFG in Q1 2025 and held it in 2 quarters. The position peaked at $1.09K in Q1 2025. 661 funds tracked by Wall St. Rank hold CFG as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Citizens Financial Group position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 Citizens Financial Group shares in Q3 2026, an estimated $345.
  • Halbert Hargrove Global Advisors first reported a position in Citizens Financial Group in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Citizens Financial Group position peaked at $1.09K in Q1 2025.
  • 661 funds tracked by Wall St. Rank held Citizens Financial Group as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.